YOUR INSIGHTS. OUR PROCESS. ONE VISION.
Stewardship, not Salesmanship
We have developed a proprietary process, called the The MosaIQ Method, that ensures we never lose sight of two essential elements to achieving financial independence - the things that matter and the things you can control.
Client-Focused Research
We believe that most clients care more about the daily changes in the values of their portfolios, rather than how effectively the companies of the investments they own are managed. This is the difference between technical investment research and fundamental research. As part of our ongoing commitment to never lose sight of what matters most to our clients, we developed proprietary technical research that uses daily prices of investments as it primary input.